Cape Fox Shared Services 401 K Plan
Sponsored by Cape Fox Shared Services · EIN 271289495 · Plan #001
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 1,449
- With balances
- 866
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $151,285 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $14,241 |
| Gallagher Benefit Services Inc | Other fees | $0 |